Strong Returns Boost SDBA Balances

A previous Schwab analysis found retirement plan participants in advised self-directed brokerage accounts (SDBAs) displayed a more diversified asset allocation mix and had a lower concentration of assets in particular securities than those in non-advised accounts.

INSIDE THE MAGAZINE PLANSPONSOR APRIL/MAY 2019

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Volatility Is Not a Bad Word

Making sure plan participants understand the positive aspects of volatility can help them avoid poor trading decisions during periods of negative returns.